Notes for October 23, 2017
- We have addressed some highly requested feedback on the Deals page in the form of new filters! You can now Filter on Salespeople, Outlet, Office, and Time Frame of a deal. Matrix will display the deals that have at least one of the items selected or at least one of the months in the time frame.
- We have improved the messaging when you choose to automatically update your budgets. This amazing feature will save you HOURS of work, but it's not an instantaneous change for your budgets. The request may take some time to complete and will be queued up with other user's requests. However, you will always know where you stand in the queue as you navigate each of the budget pages. We still caution you against manually updating budget numbers while an automated update is in progress as your numbers may be overwritten.